WIS

Wright Investors Service Portfolio holdings

AUM $331M
1-Year Est. Return 28.2%
This Quarter Est. Return
1 Year Est. Return
+28.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$1.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$1.57M
3
+$1.56M
4
RIO icon
Rio Tinto
RIO
+$1.02M
5
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$977K

Top Sells

1
+$2.18M
2
+$1.62M
3
+$1.22M
4
ORAN
Orange
ORAN
+$1.2M
5
AEG icon
Aegon
AEG
+$1.04M

Sector Composition

1 Financials 19.95%
2 Technology 12.64%
3 Consumer Discretionary 11.78%
4 Healthcare 11.52%
5 Industrials 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$292K 0.14%
+5,372
177
$289K 0.14%
+5,123
178
$287K 0.14%
1,608
179
$284K 0.14%
+3,520
180
$283K 0.14%
+4,796
181
$282K 0.13%
5,175
-12,130
182
$275K 0.13%
+2,842
183
$266K 0.13%
3,939
-112
184
$266K 0.13%
19,532
-2
185
$262K 0.13%
2,780
186
$258K 0.12%
3,662
+3
187
$247K 0.12%
+7,573
188
$244K 0.12%
1,275
-1,760
189
$244K 0.12%
5,410
-1,395
190
$242K 0.12%
3,765
-4,125
191
$242K 0.12%
6,122
-147
192
$238K 0.11%
6,446
193
$234K 0.11%
8,980
-25
194
$234K 0.11%
9,175
195
$233K 0.11%
1,435
196
$227K 0.11%
+2,644
197
$226K 0.11%
6,149
-156
198
$222K 0.11%
+26,890
199
$217K 0.1%
+2,440
200
$216K 0.1%
2,265
5 6 7
8
9